Plan5500

Uno-Ven Retirement Plan — Form 5500 plan (Pdv Midwest Refining L.L.C.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Uno-Ven Retirement Plan is a benefit plan reported by Pdv Midwest Refining L.L.C. under EIN 36-4138789 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $28,063,863 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pdv Midwest Refining L.L.C.
EIN
36-4138789
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
364
End-of-year plan assets
$28,063,863

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023364H, C20241015190818NAL0059307298001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,063,863
Total liabilities (EOY)
$0
Net assets (EOY)
$28,063,863
Net assets (BOY)
$27,406,321

Income & contributions

Employer contributions
$1,500,000
Total contributions
$1,500,000
Total income / additions
$4,193,304

Expenses & distributions

Benefits paid
$3,127,682
Administrative expenses
$408,080
Total expenses
$3,535,762
Net increase / (decrease)
$657,542

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AonNONE$33,669not reported in the loaded dataset2023
KpmgNONE$22,000not reported in the loaded dataset2023
Willis Towers WatsonNONE$18,478not reported in the loaded dataset2023
Curcio Webb, LLCNONE$17,563not reported in the loaded dataset2023
MercerNONE$15,339not reported in the loaded dataset2023

Related Form 5500 pages